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Integration with Salesforce

Wim Abts
Contributor
August 27, 2021

Hi, 

 

We're looking to integrate Jira with Salesforce.

I looked at several add-ons in the Marketplace but they all seem to be focused on creating and syncing cases with Jira issues.

What we're looking for is to get the account and contact details from Salesforce when someone creates a customer ticket in Jira (based on the reporter of the ticket).

Is anyone aware of the existence of a tool that would allow this?

Show the account and contact details in Salesforce, directly in the ticket in Jira.

4 answers

1 vote
Syed Majid Hassan -Exalate-
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February 16, 2022

Hi @Wim Abts

Not sure if I am too late here, but here goes! My name is Syed and I'm a pre-sales engineer @ Exalate

You can use Exalate to create a fully bi-directional sync between Jira and Salesforce (among other ITSM systems). You can easily fetch Account and Contact information (as well as any related object) from Salesforce into a Jira ticket. You can populate this info into user defined fields, comments etc. depending on your preference. 

Please feel free to review Exalate to see if it fits your needs or simply book a demo with us to explore your use case further.

Thanks

Syed

0 votes
Adrian SMYTH
Contributor
November 29, 2022

Hi @Wim Abts
we're in the same situation, not using SF Cases, just Jira tickets, and not interested in an over-elaborate solution to link everything between Jira Cloud and Salesforce, just looking to identify Contacts and Accounts between the two.

Did you find a satisfactory solution to the problem?

Kind Regards,

Adrian

0 votes
Diana_Architect_ZigiWave
Atlassian Partner
March 13, 2022

@Wim Abts, hi.

My name is Diana and I am a solutions architect at ZigiWave. You can easily connect Jira and Salesforce bi-directionally, using our no-code integration platform ZigOps. It allows the transfer of default fields and custom fields between the systems and syncs them in real-time. Our tools reads the schema dynamically and can transfer the fields you want - fetching Salesforce's Account and Contact data and sending it to Jira ticket. If you want to see how it works in action: book a technical demo.

0 votes
Joseph Chung Yin
Community Champion
August 27, 2021

@Wim Abts -

Take a look at this - https://www.zagile.com/salesforce-jira-integration/

https://marketplace.atlassian.com/apps/1212468/connector-for-salesforce-and-jira-server?hosting=server&tab=overview

We are Jira DC/JSM DC, and the vendor does provide the add-on to support DC/Server env.  However, you will need to get the DC version directly from the vendor.

Hope this helps. 

Best, Joseph Chung Yin

Jira/JSM Functional Lead, Global Infrastructure Applications Team

Viasat Inc.

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